Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GUIDANCE POINT ADVISORS LLC | 11-06-2023 | 09-30-2023 | 74 | 245,644,953 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. ENERGY ETF | 101 | $209,354 | 4,413 | 0.00 | 4,413 | +Inf | 09-30-2023 | |
| VANGUARD WORLD FDS | INF TECH ETF | 102 | $208,412 | 502 | 0.00 | 502 | +Inf | 09-30-2023 |
